Business Details
Trusted Mortgage & Financial Services in Orlando
Mortgage & Financial Solutions was founded on the principle of treating every client as our first and only, combining over a decade of experience with personalized service to deliver comprehensive financial solutions. Our family-owned business operates as a single point of contact for low-cost, high-quality mortgage, insurance, and tax services, connecting clients with specialized subsidiaries like ApexFunding and Norbrook Insurance. We prioritize client needs over corporate interests, offering tailored loan modifications, foreclosure prevention, and first-time homebuyer programs while maintaining transparency and affordability.Our expertise extends to business accounting, real estate transactions, and risk management, supported by a commitment to local community needs in Orlando. We leverage industry partnerships and a client-first philosophy to simplify complex financial processes and help clients achieve long-term stability.
Services
Mortgage Refinance
Loan Modification
Tax Preparation
Insurance Solutions
Real Estate Services
Business Accounting
Tax Credits Assistance
Financial Planning
Bookkeeping
Home Equity Loans
Highlights and features
- Family-owned with over 10 years of experience
- Dedicated staff committed to personalized service
- Fast and free pre-qualification process
- Super low rates on insurance and mortgage services
- Locally owned and operated in Orlando, FL
Services
Mortgage Refinance
Our mortgage refinancing service helps homeowners secure better interest rates and terms. We analyze your current loan, financial situation, and market conditions to create customized refinancing strategies. Clients benefit from reduced monthly payments and improved long-term financial stability through our lender network and personalized approach.
Loan Modification
We specialize in loan modification programs to prevent foreclosure. Our experts negotiate with lenders to adjust payment terms, interest rates, or principal amounts. This service provides relief for clients facing financial hardship while maintaining homeownership through tailored solutions and dedicated support.
Tax Preparation
Our tax preparation service covers individual and business returns with strategic planning to maximize deductions. We handle S-Corporations, C-Corporations, partnerships, and personal filings. Clients receive accurate, timely submissions and representation during audits, ensuring compliance with federal and state regulations.
Insurance Solutions
Norbrook Insurance Agency offers competitive insurance packages for personal and business needs. We provide auto, home, and commercial coverage with emphasis on affordability and comprehensive protection. Our team compares multiple providers to find optimal policies that balance cost and coverage for each client.
Business Accounting
We deliver full-service business accounting including bookkeeping, payroll processing, and financial statement preparation. Our services support monthly, quarterly, and annual reporting requirements with tax compliance assurance. Clients gain clear financial insights and operational efficiency through organized accounting systems and expert analysis.
Questions
What mortgage services do you offer?
We provide refinancing, home equity loans, loan modifications, and first-time homebuyer programs with competitive rates and personalized guidance.
Do you handle tax preparation for businesses?
Yes, we prepare tax returns for S-Corporations, C-Corporations, partnerships, and individuals with strategic planning to minimize liabilities.
How can I get a free quote for insurance?
Contact us via phone or email to receive a no-cost insurance quote tailored to your personal or business coverage needs.
Are you available for first-time homebuyers?
Absolutely. We specialize in first-time homebuyer programs with tax credit assistance and low-rate mortgage options.
What areas do you serve?
We primarily serve Orlando, Florida, with mortgage, insurance, and financial services for local residents and businesses.
